12.28 GA (12.28.1.312.4) 

Care Manager: Sending Open Treatment Communications

The new 'Contact' button in Care Manager now allows users to send communications to patients directing them to book appointments in their course's of treatment.

Once a course of treatment has been selected and 'Contact' clicked, a dialog will open where users can:

1. Select which appointment within the course of treatment they wish to contact the patient about
2. Review the appointment details
3. Open the course of treatment edit window to review and update
4. Select which message type they wish to send (Email or SMS)
5. Select a template 

Edit/Send

Selecting the 'Edit/Send' button will open the edit message windows for Email or SMS for users to review, edit and send communications.

Send

Selecting 'Send' will automatically send the message with no review/edit option. This provides users with a fast action option, saving time when templates do not require editing before sending.

Requirements

Contact can be selected for Open, Contacted and Booked appointments.

Practices must be enabled for Email and/or SMS in order to use this function.

Practices must be enabled for Online Booking in order to use the default Care Manager templates as these direct patients to book appointments online.

Contact will be disabled if any of the following occur:

• The practice is not enabled for Email and/or SMS
• The patient has no email address and no SMS enabled
• More than one line is selected
• No patient is selected

Online Booking Planned Treatment Appointments

The Online Appointment Bookings software enables new patients, existing patients, recall patients and patients with planned treatment to independently book appointments at their convenience from an online booking page.

Receptionists view patient online bookings in the appointment book and in the Online Appointments tab. Where online bookings appear in the appointment book they are differentiated by coloured icons: 
 New  Existing  Recall  Planned treatment

A patient can book  planned treatment online if that patient's Provider has been appropriately configured for Online Booking
For Setup see Configuring Planned Treatment online booking

From EXACT 12.1, OLB Planned Treatment link functionality was extended to allow users to send a Follow Up Link to a Patient, if they had not yet booked their Planned Treatment appointment. (After it has been sent from the To Depart area see: HERE)

To re-send a patient Online Booking Link

Once the online booking link has been sent from the Appointment Workflow departure task list, it is also made available from the Follow Up tab, for re-sending the link to the patient as a reminder.

Simply select the patient and click the button:

Receptionists can see  planned treatment patient bookings which have been made, in the appointment book and in the Online Appointments tab:

12.27 GA (12.27.1.311.16)

Care Manager Communications

A new 'Contact' button in Care Manager now allows users to send communications to patients.

In 12.27 this is limited to sending an Email or SMS from a selected template, without review. More information about Care Manger can be found here

Changes to the Perio Chart

Payment Plan Resubmissions

An issue concerning payment plan resubmissions doubling clinical costs both on-screen & within certain reports has been addressed.

NB: The duplicated text has been modified to "Estimate Less Invoiced to Date". 

Please Note:  Resubmission functionality in UK Versions of EXACT produces 'full resubmissions' whereas APAC versions have 'partial resubmissions'.
The screenshots on this page show UK Full Resubmission results.

Evolution (NLD) does not contain the Payment Plan module.

Stock Payment Allocations

New patient payment settings addresses incorrect allocation of stock payments if taken before the treatment money.

Previous to the introduction of this setting EXACT would automatically allocate Stock item Invoices which are processed at Payment time, to the earliest available Advanced Payment(s).

On Upgrade to EXACT 12.27 this setting will be introduced and enabled by default so as NOT to change current behaviour.

12.24 GA

The following features are behind feature flags, so they are not accessible unless turned on. If you need to turn these features on, please let Andy or myself know.

• NHS England only: Practices can now request FP17PR forms, which can be sent to the portal. The FP17PR form has all the default information filled out.

Bug fixes

• [EX-40982] - Filing email should give warning when the email belongs to a specialist or insurance company
• [EX-56167] - Patient's SMS Replies comes as half text
• [EX-57244] - Task linked to a patient is accessible whilst EXACT is locked (GDPR issue)
• [EX-57487] - NHS Prototype - Provider getting prompt to transmit at random times
• [EX-57522] - eDental continuation COT's should carry over value and prompt for prior approval
• [EX-57525] - Continuation details should pass to SOE Connect
• [EX-57635] - Double clicking an appointment sometimes pops up the Patient capture window
• [EX-57662] - Patient Experience: Add future acceptance date for FP17PR form in audit table to link to future NHS COT
• [EX-57677] - Patient Experience - Auto request forms fails due to a 500 error

Enhancements

• [EX-56883] - Obfuscation of log files which contain Personally Identifiable Information (stage 1)

12.23 GA

The following features are behind feature flags, so they are not accessible unless turned on. If you need to turn these features on, please let Andy or myself know.

• FP17 button was added to the Patient Experience dialog to request the form (do not use in practice as the default patient information sent with it is wrong).
• ‘Medical History’ button was modified to only show in the Patient Experience dialog when the Advanced Medical History form is selected.
• The HTML view for Advanced Medical History is now enabled in EXACT (it used to only be saved in the database folder).
• Patient Experience – Forms are now sent to the patient portal when creating appointment reminders.

The following features and enhancements are available now:

• Perio tool to rectify the Perio Label/Data order: Perio Shuffle Tool.
• The version number was added to the service executables.

Bug fixes

• [EX-56910] - NHS Transmission shows error when trying to receive files
• [EX-57427] - Perio data fix tool
• [EX-57435] - Chart Invoice Mismatch tool optionally shows associated notes
• [EX-57466] - North Ireland NHS - claim can get 'stuck' with a "Treatment on Referral tick", when they have actually deleted the service related to that tick
• [EX-57468] - NLD Perio - Remove and reset Evolution to only use Single Screen Perio option
• [EX-57488] - Perio - Single screen - Add identifier labels for Buccal, Palatal, Lingual and Buccal
• [EX-57490] - EXACT crash when access to perio tab from edit patient modal window
• [EX-57602] - Microsoft DLL version handling can cause transport service to crash
• [EX-57576] - Perio - Remove UI Setting for 'Full' Perio

12.22 GA

The following features are behind feature flags, so they are not accessible unless turned on. If you need to turn these features on, please let Andy or myself know.

• Patient Experience – Forms integration: Patient Demographics.
• Patient Experience – Forms integration: Advanced Medical History (fixed form).
• Patient Experience – Smile Survey forms are now viewable in HTML format from the Oral Health dialog.
• Patient Experience – Patient Self Check-in: Self check-in patient via Patient Experience.
• SOE Pay (EXACT side) – Ability to process a claim and payment in a single SOE Pay call.

The following features and enhancements are available now:

• Negative invoices are blocked from being created.
• Telemetry for Reverse Allocations.

Bug fixes

• [EX-57434] - Reverse refund not allocating negative invoices
• [EX-57440] - LNOTE incorrectly identified as 'long note' - should be 'logical note'
• [EX-57467] - EXACT crash during mouse hover over the appointment hyperlink in appointment book Short Notice List tab
• [EX-57513] - Patient Experience - forms failed to save in EXACT for merged patient
• [EX-57527] - EXACT crash when you create marketing campaign under certain circumstances

12.21 GA

The following features are behind feature flags, so they are not accessible unless turned on. If you need to turn these features on, please let Andy or myself know.

• Patient Experience – Forms integration: Oral Health Survey.
• The “Patient Experience” button is now available in the Patient Details toolbar and in the Edit Appointment window.
• Buttons to add forms to the Patient Portal are now available for Patient Demographics, Contact Consent, Oral Health Survey and Terms and Conditions. The “Jump to Portal” button  will open the Patient Portal in the embedded browser, from where the practice can access the portal and update the patient information. This feature is behind a feature flag that must be turned ON for the functionality to be available (internal.3pd.request forms needs to be set to 1).

The following features and enhancements are available now:

• A new button (“Action Required”) is now available to reopen the Arrival Dialog. This button is only available in the Edit Appointment window or Context menu when the status is one of the following: Arrived, Seated, Return to Waiting room, Re-seated and Departure.
• A new MAC address range for ICP terminals (CC-B8-A8-00-00-00) was added to the dental.exe.config file, so the ICP terminals that fall in this range don’t need to be manually added to the configuration file for EXACT to find it.
• Changes to the Recall Screen to make it more user friendly: Recall Screen Changes (Jira EX-57230).
• NHS: Mobile numbers now contain 11 digits. Invalid characters are stripped out and 11 digit numbers appear on Exemptions popup in 'NHS Contact Preference', 'Send Mobile Number' field (Jira EX-56617).
• Improved logging for chart/invoice line mismatch diagnostics (Jira EX-57325).

Bug fixes

• [EX-56617] - NHS - Mobile number must contain 11 digits (NHS Contact Preference)
• [EX-57116] - eDental Continuation of Treatment Part 2 will not go through if Part 1 has been resubmitted
• [EX-57254] - eDental Prior Approvals - Under ADMINISTRATOR>NHS>PRIOR APPROVALS .. PA status just displays Unknown & doesn't update
• [EX-57296] - HICAPS payment can be adjusted via Adjust button as well as Refund Wizard
• [EX-57300] - EXACT server install sometimes fails to install communication, worker, and scheduler services
• [EX-57308] - PA - EXACT lets you go to Connect without a practice address line
• [EX-57325] - Improved logging for chart/invoice line mismatch diagnostics
• [EX-57349] - Adjust button is enabled for payment (eg. Online payment, SOE Pay) where it should NOT
• [EX-57355] - Refund Wizard: Credit note doesn't support reverse allocation
• [EX-57366] - Submission count in previouscaseid of eDental continuation details can be incorrect
• [EX-57406] - FP17 - "under care of another treatment" is automatically being marked as a referral
• [EX-57453] - Easypost failed to generate if auto onboard patient to 3pd is turned on

Recall Screen Changes

• [EX-57230] - Recall Add/Edit dialog layout change to make it simpler

A future date can be chosen for a recall whilst using default recall values for the patient:

If a user wishes to change the defaults for a patient, they can simply un-tick the "Use Default Recall Vales" option so that Interval and Service become enabled:

An Indication of which recall details will be saved to file is now displayed at the bottom of the screen, in blue.
Changing the Interval for a patient changes the recall date to today plus the Interval, clicking OK will update the patients recall

Clicking the "Use Default Recall Values" option again returns the recall date to today plus the default recall Interval value:

If a user chooses the "Do Not Recall Patient" option, that is clearly indicated before the user clicks OK:

Other Enhancements

• [EX-57339] - Standard Link - location parameter to be available for use
• [EX-57392] - eDental PA - "Saved - not sent" status should be reflected in EXACT
• [EX-57426] - Chart Invoice Mismatch scheduled event manual creation